For accountants and bookkeepers

Answer client questions and new-client inquiries, even in tax season.

In busy season the inbox fills with document questions, deadline checks and new-client requests. ReplyPilot drafts clear, polite replies from the facts you approve and holds anything about fees or tax advice for you.

No card needed. Then $20 a month. Cancel any time.

ExampleIllustrative, not a real customer
New emailDo you take new clients?Hi, I run a small business and need help with bookkeeping and my taxes this year. Are you taking new clients?
Draft ready · one tap to sendThanks for reaching out! Yes, we're taking a limited number of new clients. A short intro call is the best first step so I can understand your books and deadlines. I have openings Tuesday or Thursday morning. Would either work?
What ReplyPilot does for accountants and bookkeepers
  • Replies to document and deadline questions
  • Books intro calls with new clients
  • Uses only the hours, checklists and policies you add
  • Fees and tax advice always wait for you

Fees, tax advice, payments and complaints are never auto-sent.

See it in about a minute

Read the transcript: What ReplyPilot does

ReplyPilot is an email assistant for busy professionals. It reads your incoming emails, and drafts replies in your own voice. It works for many professions, including real estate, law, healthcare, accounting, insurance, and the trades. You pick your field when you sign up. Here's an example. A lead asks whether a listing is still available, and a draft reply is ready for you to approve. Setting up takes three steps. Connect your inbox, set your voice and the facts it may use, then review the replies. It works with Gmail, Yahoo, iCloud, and any other mailbox that supports IMAP. Outlook is coming soon. Replies about money, offers, contracts, and complaints are never sent automatically. They always wait for you. Try it free for 14 days, with no card needed. After that, it's $20 a month.

Founding-member offer

$20/month, locked in for life, for our first 50 customers, plus free hands-on setup.

Subscribe while the offer is open and your price never goes up, even if ReplyPilot's price rises later. We'll also set it up with you on a free 15-minute call: connect your inbox, tune your voice, and add your facts.

Start free trialBook a free 15-minute setup call

Answer every lead while you're with a client.

Start your 14-day free trial, connect one inbox, and keep it in Draft all mode until you trust it.